Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrell? Claim Your ProfileTerrell Boone is a financial advisor who has been in the industry since 2008. Currently, Terrell is affiliated with IFG Advisory, LLC, based in Atlanta, GA. Previously, Terrell worked at Wells Fargo Clearing Services, LLC in Greenville, SC. Terrell holds the following licenses: Series 6, Series 7, and Series 66. Terrell specializes in providing financial planning and investment management services to individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
01/16/2024 - Present
IFG Advisory, LLC (ATLANTA GA)
SC
09/15/2016 - 01/21/2021
WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE SC)
SC
10/14/2014 - 09/20/2016
SUNTRUST INVESTMENT SERVICES, INC. (GREENVILLE SC)
FL
05/14/2013 - 10/20/2014
FIFTH THIRD SECURITIES, INC. (TAMPA FL)
FL
02/03/2012 - 05/15/2013
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
FL
10/22/2009 - 01/31/2012
SECURITIES SERVICE NETWORK, INC. (TAMPA FL)
FL
06/19/2008 - 09/30/2009
SIGNATOR INVESTORS, INC. (TAMPA FL)
BOTH
Issued 06/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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